Description
Ensure your wishes are carried out as you intended. We will learn:
- How to avoid a mistake that will disinherit the beneficiaries of your will or trust
- How to minimize future taxes to your heirs
- The best type of asset for you and your heirs
- The best plan to protect your children’s and grandchildren’s inheritance in second marriages
- What’s better: A will or a living trust?
- Simple control documents everyone should have in place
- What to do if you have a child who should not get their inheritance all at once
- How to stretch tax-free growth to your children and grandchildren
